A complete list of active advisors currently associated with Azzendo Wealth Advisors

Warmer can help you find a great advisor at Azzendo Wealth Advisors or one who fits your needs even better.

Azzendo Wealth Advisors is an SEC-registered investment adviser that provides wealth management, portfolio management, financial planning and retirement plan consulting to individuals, trusts, estates and pension/retirement plan sponsors. The firm manages roughly $300 million in client assets and serves a client base that includes high-net-worth individuals and household accounts. The firm delivers discretionary portfolio management tailored to client goals and risk tolerance, using a mix of equity securities, ETFs, mutual funds, corporate and municipal and U.S. government securities, and may implement custom or model portfolios with ongoing monitoring, rebalancing, stress testing and Monte Carlo analysis. Financial planning services include retirement and estate coordination, tax-aware strategies and optional add-on modules, and the firm conducts quarterly performance reviews with at least an annual in-person portfolio review option. Azzendo discloses that it accepts vendor-provided marketing and advertising initiatives and uses endorsements in its advertising, a practice the brochure identifies as a potential source of conflicts of interest. The firm also discloses the use of AI tools for service delivery and meeting transcription and provides explicit disclosures and guidance regarding Securities-Backed Lines of Credit, highlighting associated risks and conflicts.

To learn more about the advisors currently working at Azzendo Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ana Arguello	Coral Gables, FL	10
Louis Carpenter III	Coral Gables, FL	21
Alejandro Grillo	Coral Gables, FL	1
Catherina Pareto	Coral Gables, FL	23
Alexandra Valdes	Coral Gables, FL	11

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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